Apptivo Awards
On 20th February 2022, Apptivo software won a Smart Choice award from FindTheBest.com.
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Apptivo Software
Apptivo offers cloud-based task management, project billing, timesheets, and team management to help small organizations implement projects effectively. The tool also integrates with other third-party apps to improve capabilities.
Software Overview
Apptivo is a cloud-based software designed to serve businesses of all sizes. The tool helps you manage any business activity, including billing & support, sales & marketing, and more. The program has no per-app pricing. You’ll simply access the platform at $10 monthly per user. The tool delivers incredible value to the organization and helps you manage various project activities.
The tool covers a complete customer life cycle, with tools for marketing, sales help desk, project management, quoting and billing, order management, procurement, and supply chain management.
Benefits of Using Apptivo
On-time Project Completion
Apptivo software promotes task milestones to monitor the progress of various projects. With this tool, you can create a task milestone and identify any activity that may delay the project.
Keeps Members Updated
The solution comes with a project newsfeed feature, which allows members to view the project information. The project newsfeed also acts as a central location and helps the organization store posts while giving notifications about project updates.
Track KPIs
The tool features an in-built report, which lets you create custom reports to summarize important metrics and give project views. The tool also allows you to create a report containing data such as employee hours, project hours, and more. You can export all of this information with a single click.
Create Subprojects
The tool simplifies complex projects by breaking them into smaller subprojects, making them more manageable. Additionally, users can view the status of these project branches, set their priorities, and assign tasks.
Easy Customization
The tool features a wide collection of customization options. Additionally, users can use the drag-and-drop interface to arrange the layout and build custom data views.
Grouping of Team Members
The solution lets you group members into teams. Additionally, users can assign tasks to the grouped team with ease.
Integrate with Other Platforms
Connect with popular apps to add extra functionality for productivity, document management, APIs and webhooks, billing, etc.
The tool integrates with Slack, G Suite, QuickBooks, Google, Calendar, Dropbox, and Office 365.
Work Anywhere
The tool provides mobile applications for iOS and Android devices. The Android version is compatible with two project management applications – Projects and Timesheets. The IOS version, on the other hand, is only compatible with Timesheets. The solution also features an intuitive, user-friendly interface and data that syncs automatically with the main platform.
Product Features
The following are some of Apptivo’s incredible features:
Contact management is an alternative term used to describe CRM. The platform helps you manage and get new contacts with email lead capture. A customer application is customizable in multiple ways. As a result, you can arrange your contact list based on your preferred data.
You can also access duplication rules to clear your data and contact conversation when contacts have been converted to leads.
Apptivo software simplifies marketing campaigns, allowing you to create beautiful ads without a hassle. The tool also provides templates and themes to help you create eye-catching campaigns. Beyond that, Apptivo also has target lists to help you pinpoint an ideal audience.
Email marketing feature plays an important role in campaign management. After setting up your campaigns with email templates, you can create an auto-scheduling option to allow the campaigns to reach your audience at the right time.
Apptivo software also features campaign trackers, which help you view stats through email open rates, click-through rates, bounces, etc. Additionally, the tool comes with an email quota tracker, which works alongside the mass emailing functionality, so you don’t exceed your limits.
Project management starts with individual task management that can be grouped and streamlined by project or task assignee. You can also access timesheet tracking for tasks, which promotes invoice conversations. Most projects are laid out as Gantt chart dashboards. However, the solution also features project templates with easy-to-customize automation actions. Lastly, the tool comes with project billing and project report functionalities.
The tool creates lead opportunities by helping you connect with leads yet to be entered into sales processes. The solution features a workflow scheduler, getting you in touch with leads at the right time. Apptivo performs lead scoring, which shows the probability of converting a lead into a paying customer. And if you’d wish to get more organized, you can create several custom fields.
Apptivo Pricing
Apptivo has four plans that are affordable and easy to use.
Starter
$
0
/ Month
The starter plan is meant for 3 users and is completely free. The free version includes basic contact sharing, a standard report, and a standard customer report.
Premium
$
10
/ Month
For the annual option, the plan costs $8 per month. The package includes 3 GB and 1000 mass emails per user. The plan includes 2000 API calls, third-party services integration, and standard customer support.
Ultimate
$
25
/ Month
For the annual option, the plan costs $20 per month. The package includes 10 GB capacity and supports 3000 mass emails per user. You can upgrade API calls to 20,000 and standard support to priority support. Like the premium plan, the ultimate plan provides a third-party service integration and a free trial.
Enterprise
The subscription terms for the enterprise package is not shared publicly on the Apptivo website. However, you can contact the vendor for more information.
The Bottom Line
Apptivo software is a resource management tool designed to simplify your project and resource management. It is an easy-to-use tool that features several functionalities to server businesses of all sizes.